Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q1 2024
Institutional positions in Walmart Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,212
- +163 vs. Q4 2023
- Shares held
- 2.75B
- +19.0M (+0.7%) vs. Q4 2023Converted for a 3-for-1 split
- Total value
- $166.5B
- +$22.8B (+15.9%) vs. Q4 2023
- New holders
- 269
- 1,210 more added
- Sold out
- 106
- 1,105 more reduced
42 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 1,114 | $67.0K | 0.04% | −275−19.8% | ReducedConverted for a 3-for-1 split |
| Impact Partnership Wealth, LLC | 1,121 | $67.5K | 0.03% | −10−0.9% | ReducedConverted for a 3-for-1 split |
| REAP Financial Group, LLC | 1,134 | $68.2K | 0.02% | −2,388−67.8% | ReducedConverted for a 3-for-1 split |
| Fortitude Family Office, LLC | 1,173 | $70.6K | 0.05% | +324+38.2% | AddedConverted for a 3-for-1 split |
| Clear Point Advisors Inc. | 1,198 | $72.1K | 0.06% | +304+34.0% | AddedConverted for a 3-for-1 split |
| Cape Investment Advisory, Inc. | 1,204 | $72.4K | 0.03% | −716−37.3% | ReducedConverted for a 3-for-1 split |
| Criterion Capital Advisors, LLC | 1,212 | $72.9K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Perkins Coie Trust Co | 1,314 | $79.1K | 0.02% | +300+29.6% | AddedConverted for a 3-for-1 split |
| POM Investment Strategies, LLC | 1,316 | $79.2K | 0.06% | +548+71.4% | AddedConverted for a 3-for-1 split |
| Bell Investment Advisors, Inc | 1,326 | $79.8K | 0.02% | +75+6.0% | AddedConverted for a 3-for-1 split |
| Quarry LP | 1,333 | $80.2K | 0.03% | +1,333 | New |
| Tower View Investment Management & Research LLC | 1,376 | $82.8K | 0.05% | −28−2.0% | ReducedConverted for a 3-for-1 split |
| Silicon Valley Capital Partners | 1,385 | $83.3K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Activest Wealth Management | 1,387 | $83.5K | 0.04% | +64+4.8% | AddedConverted for a 3-for-1 split |
| Credential Qtrade Securities Inc. | 1,403 | $84.4K | 0.00% | +1,157+470.3% | AddedConverted for a 3-for-1 split |
| VitalStone Financial, LLC | 1,427 | $86.0K | 0.07% | +437+44.1% | AddedConverted for a 3-for-1 split |
| Ruedi Wealth Management, Inc. | 1,431 | $86.1K | 0.04% | +264+22.6% | AddedConverted for a 3-for-1 split |
| Red Tortoise LLC | 1,449 | $87.2K | 0.05% | +135+10.3% | AddedConverted for a 3-for-1 split |
| Koesten, Hirschmann & Crabtree, INC. | 1,449 | $87.2K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Providence Capital Advisors, LLC | 1,500 | $90.3K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| JTC Employer Solutions Trusteee Ltd | 1,500 | $91.0K | 0.01% | −3,000−66.7% | ReducedConverted for a 3-for-1 split |
| Ritter Daniher Financial Advisory LLC | 1,518 | $91.3K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| State of Wyoming | 1,620 | $97.5K | 0.02% | +183+12.7% | AddedConverted for a 3-for-1 split |
| Baldwin Brothers Inc | 1,638 | $98.6K | 0.01% | −600−26.8% | ReducedConverted for a 3-for-1 split |
| Luken Investment Analytics, LLC | 1,658 | $99.8K | 0.05% | +20+1.2% | AddedConverted for a 3-for-1 split |
| ORG Partners LLC | 1,755 | $105.3K | 0.20% | −61,419−97.2% | ReducedConverted for a 3-for-1 split |
| Centiva Capital, LP | 1,790 | $107.7K | 0.01% | +1,790 | New |
| Cedar Mountain Advisors, LLC | 1,791 | $107.8K | 0.03% | +99+5.9% | AddedConverted for a 3-for-1 split |
| Islay Capital Management, LLC | 1,800 | $108.3K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Fairman Group, LLC | 1,806 | $109.0K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Clear Investment Research, LLC | 1,836 | $110.5K | 0.15% | −15−0.8% | ReducedConverted for a 3-for-1 split |
| Private Ocean, LLC | 1,841 | $110.8K | 0.01% | +23+1.3% | AddedConverted for a 3-for-1 split |
| Beaird Harris Wealth Management, LLC | 1,883 | $113.3K | 0.01% | +416+28.4% | AddedConverted for a 3-for-1 split |
| Operose Advisors LLC | 1,920 | $115.5K | 0.04% | +150+8.5% | AddedConverted for a 3-for-1 split |
| Mine & Arao Wealth Creation & Management, LLC. | 1,921 | $115.6K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Breakwater Investment Management | 1,946 | $117.1K | 0.05% | +1,946 | New |
| Avalon Trust Co | 1,950 | $117.3K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| C M Bidwell & Associates Ltd | 1,989 | $119.7K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CGC Financial Services, LLC | 1,998 | $120.2K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Canton Hathaway, LLC | 2,016 | $121.0K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| GW&K Investment Management, LLC | 2,080 | $125.0K | 0.00% | +25+1.2% | AddedConverted for a 3-for-1 split |
| WFA Asset Management Corp | 2,092 | $125.9K | 0.07% | 00.0% | UnchangedConverted for a 3-for-1 split |
| RE Dickinson Investment Advisors, LLC | 2,100 | $127.0K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Abound Wealth Management | 2,113 | $127.2K | 0.05% | +25+1.2% | AddedConverted for a 3-for-1 split |
| Sachetta, LLC | 807 | $127.3K | 0.06% | −1,614−66.7% | ReducedConverted for a 3-for-1 split |
| SJS Investment Consulting Inc. | 2,117 | $127.4K | 0.03% | +554+35.4% | AddedConverted for a 3-for-1 split |
| Briaud Financial Planning, Inc | 2,184 | $132.0K | 0.08% | +2,184 | New |
| First United Bank Trust | 2,235 | $134.5K | 0.05% | +108+5.1% | AddedConverted for a 3-for-1 split |
| Tucker Asset Management LLC | 2,238 | $134.7K | 0.03% | +420+23.1% | AddedConverted for a 3-for-1 split |
| AllSquare Wealth Management LLC | 2,250 | $135.4K | 0.08% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Dixon Mitchell Investment Counsel Inc. | 2,265 | $136.8K | 0.01% | +2,265 | New |
| Clarity Asset Management, Inc. | 2,282 | $137.3K | 0.09% | −112−4.7% | ReducedConverted for a 3-for-1 split |
| Spectrum Wealth Counsel, LLC | 2,315 | $139.3K | 0.02% | −667−22.4% | ReducedConverted for a 3-for-1 split |
| Cornerstone Planning Group LLC | 2,332 | $139.5K | 0.04% | −347−13.0% | ReducedConverted for a 3-for-1 split |
| Security National Bank | 2,343 | $141.0K | 0.02% | −387−14.2% | ReducedConverted for a 3-for-1 split |
| Transamerica Financial Advisors, Inc. | 2,340 | $141.0K | 0.01% | −17,445−88.2% | ReducedConverted for a 3-for-1 split |
| Cranbrook Wealth Management, LLC | 2,376 | $142.9K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Salomon & Ludwin, LLC | 2,418 | $145.5K | 0.01% | +1,140+89.2% | AddedConverted for a 3-for-1 split |
| Macroview Investment Management LLC | 2,424 | $145.9K | 0.16% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Frazier Financial Advisors, LLC | 2,438 | $146.7K | 0.12% | +119+5.1% | AddedConverted for a 3-for-1 split |
| Creative Capital Management Investments LLC | 2,460 | $148.0K | 0.08% | −63−2.5% | ReducedConverted for a 3-for-1 split |
| IAG Wealth Partners, LLC | 2,481 | $149.3K | 0.03% | +1,875+309.4% | AddedConverted for a 3-for-1 split |
| J.Safra Asset Management Corp | 2,517 | $151.4K | 0.02% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Covestor Ltd | 2,556 | $154.0K | 0.10% | +63+2.5% | AddedConverted for a 3-for-1 split |
| WealthCollab, LLC | 2,640 | $158.8K | 0.12% | −81−3.0% | ReducedConverted for a 3-for-1 split |
| Rational Advisors LLC | 2,645 | $159.2K | 0.01% | −781−22.8% | ReducedConverted for a 3-for-1 split |
| DHJJ Financial Advisors, Ltd. | 2,652 | $159.6K | 0.07% | −120−4.3% | ReducedConverted for a 3-for-1 split |
| Pacific Center for Financial Services | 2,691 | $161.9K | 0.05% | 00.0% | UnchangedConverted for a 3-for-1 split |
| McClarren Financial Advisors, Inc. | 2,719 | $164.0K | 0.12% | +1,669+159.0% | AddedConverted for a 3-for-1 split |
| Miller Wealth Advisors, LLC | 2,736 | $164.6K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Thompson Investment Management, Inc. | 2,761 | $166.1K | 0.03% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Atlantic Edge Private Wealth Management, LLC | 2,762 | $166.2K | 0.06% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Carolina Wealth Advisors, LLC | 2,769 | $166.6K | 0.09% | +570+25.9% | AddedConverted for a 3-for-1 split |
| Blume Capital Management, Inc. | 2,769 | $166.6K | 0.04% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Kiely Wealth Advisory Group, Inc. | 2,799 | $168.2K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Mark Sheptoff Financial Planning, LLC | 2,800 | $168.5K | 0.09% | −7,202−72.0% | ReducedConverted for a 3-for-1 split |
| Main Street Group, LTD | 2,828 | $169.7K | 0.07% | +221+8.5% | AddedConverted for a 3-for-1 split |
| Dakota Community Bank & Trust NA | 2,862 | $172.2K | 0.93% | −63−2.2% | ReducedConverted for a 3-for-1 split |
| Garde Capital, Inc. | 2,907 | $174.0K | 0.01% | −147−4.8% | ReducedConverted for a 3-for-1 split |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,054 | $176.2K | 0.07% | −54−1.7% | ReducedConverted for a 3-for-1 split |
| Kelly Lawrence W & Associates Inc | 3,000 | $180.5K | 0.04% | +3,000 | New |
| Creative Financial Designs Inc | 3,034 | $182.6K | 0.02% | +322+11.9% | AddedConverted for a 3-for-1 split |
| Perritt Capital Management Inc | 3,043 | $183.1K | 0.10% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Bruce G. Allen Investments, LLC | 3,058 | $184.0K | 0.15% | −206−6.3% | ReducedConverted for a 3-for-1 split |
| Aspire Private Capital, LLC | 3,108 | $187.0K | 0.05% | +624+25.1% | AddedConverted for a 3-for-1 split |
| Abich Financial Wealth Management LLC | 3,126 | $188.1K | 0.15% | +117+3.9% | AddedConverted for a 3-for-1 split |
| Founders Capital Management | 3,202 | $192.7K | 0.13% | +37+1.2% | AddedConverted for a 3-for-1 split |
| Hallmark Capital Management Inc | 3,249 | $195.5K | 0.01% | 00.0% | UnchangedConverted for a 3-for-1 split |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,325 | $200.1K | 0.06% | −656−16.5% | ReducedConverted for a 3-for-1 split |
| Armstrong, Fleming & Moore, Inc | 3,330 | $200.4K | 0.14% | +3,330 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,354 | $201.8K | 0.09% | 00.0% | UnchangedConverted for a 3-for-1 split |
| CJM Wealth Advisers, Ltd. | 3,354 | $201.8K | 0.08% | +3,354 | New |
| Curran Financial Partners, LLC | 3,357 | $202.0K | 0.07% | +3,357 | New |
| Accuvest Global Advisors | 3,365 | $202.0K | 0.09% | +3,365 | New |
| Cahill Financial Advisors Inc | 3,369 | $202.7K | 0.03% | +3,369 | New |
| LifePro Asset Management | 3,370 | $202.8K | 0.13% | +3,370 | New |
| Retirement Income Solutions, Inc | 3,374 | $203.0K | 0.05% | +3,374 | New |
| Talisman Wealth Advisors LLC | 3,374 | $203.0K | 0.26% | +3,374 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,405 | $205.0K | 0.03% | +3,405 | New |
| Mason & Associates Inc | 3,412 | $205.3K | 0.05% | +3,412 | New |